VP Financial Advisor

Wealth Enhancement Group

. Manage existing client relationships to WEG’s planning-based standard .

Posted 9/22/2026full-timeMayfield Village • Ohio • United StatesLead💰 $150,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and client relationship management, with a strong focus on sourcing and converting prospects into clients while providing high-level planning-oriented service. Holds advanced financial designations and possesses substantial experience in the wealth management industry.

Highest-signal resume keywords

CFPCPASeries 7Series 66Wealth Management Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningClient Relationship ManagementAnalytical SkillsOrganizational SkillsProject Management

Soft Skills

Communication SkillsMentoringTraining

Tools & Technologies

Advisor/Client-Facing Technology

Certifications & Qualifications

Advanced DesignationInsurance Licenses

Industry Keywords

Wealth ManagementFinancial Planning CommunityCorporate Communication Strategy

About the role

Key responsibilities & impact

Manage existing client relationships to WEG’s planning-based standard
Facilitate the financial planning process
Discover prospects’ or clients’ values, goals and objectives
Understand clients’ current financial situations
Engage clients in the financial planning process
Prepare and conduct annual reviews covering planning and investment topics
Ensure ongoing client support and communication
Source and close prospects
Follow up proactively with clients who have not implemented financial plans
Close leads from Marketing, CRP, and other WEG channels
Create opportunities within personal networks
Drive referrals from existing clients
Mentor and train team members in financial planning and client service
Educate others on the Wealth Enhancement Group planning process and financial planning matters
Participate in WEG trainings, educational events, coaching programs, and advisor/client-facing technology initiatives
Adhere to WEG’s Corporate Communication Strategy and maintain good compliance standing

Requirements

What you’ll need

Requires a 4-year degree; business, finance, economics preferred
Advanced designation required (CFP, CPA, MBA, etc.)
Series 7, 66 (BD/RIA)
Series 65 (RIA Only)
Insurance Licenses
Substantial experience within the wealth management industry
Ability to source and convert prospects to clients and provide high-level planning-oriented service
Excellent analytical, organizational, and communication skills (both oral & written)
Ability to manage multiple projects at once
Engagement in WEG, broader community and active participation in financial planning community
Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone and use computer systems

Benefits

Comp & perks

Full benefits suite
Health and dental insurance
401k retirement plan
Paid time off
Training and professional development
Medical, dental and vision coverage for full-time employees and their families
Health Savings Account (HSA) with employer contribution
Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually; 25 PTO days after 4 years of service
12 paid holidays each year
Paid parental leave and paid caregiver leave
Reimbursement for tuition, licensing, and other credentials after meeting service requirements